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American International

Name Holding Trade Value Shares
Change
Change in
Stake
SW
601
SteelPeak Wealth
California
$337K +$383K +6,600 New
BFM
602
Boothbay Fund Management
New York
$336K +$381K +6,563 New
CGL
603
Clarius Group LLC
Washington
$335K +$19.5K +335 +5%
CG
604
Colony Group
Massachusetts
$332K +$1.86K +32 +0.5%
GAMC
605
Garner Asset Management Corp
Texas
$330K +$56.9K +980 +18%
ISWM
606
Independent Solutions Wealth Management
New York
$317K +$360K +6,203 New
AWM
607
Axxcess Wealth Management
California
$317K +$153K +2,640 +74%
SIA
608
SkyView Investment Advisors
New Jersey
$308K -$17.9K -309 -5%
FCAG
609
First Capital Advisors Group
New Jersey
$308K +$350K +6,021 New
NIA
610
NIA Impact Advisors
California
$307K – – –
NEGWA
611
New England Guild Wealth Advisors
Connecticut
$307K +$349K +6,000 New
AA
612
ALPS Advisors
Colorado
$304K -$3.54K -61 -1%
FIBT
613
First International Bank & Trust
North Dakota
$304K +$76.9K +1,324 +29%
MC
614
Moors & Cabot
Massachusetts
$297K -$9.41K -162 -3%
SAM
615
Strategy Asset Managers
California
$292K -$30.3K -521 -8%
TFCP
616
Twin Focus Capital Partners
Massachusetts
$292K -$2.21K -38 -0.7%
LOPW
617
Live Oak Private Wealth
North Carolina
$291K – – –
SIM
618
Sentry Investment Management
Wisconsin
$290K -$64.2K -1,105 -16%
Fayez Sarofim & Co
619
Fayez Sarofim & Co
Texas
$287K -$496K -8,537 -60%
CAN
620
Cetera Advisor Networks
California
$286K +$3.37K +58 +1%
GFPC
621
Global Financial Private Client
Florida
$285K +$45.1K +777 +17%
CG
622
Caprock Group
Idaho
$284K +$42.1K +724 +15%
ACM
623
AlphaStar Capital Management
North Carolina
$281K – – –
NSEDCP
624
NJ State Employees Deferred Compensation Plan
New Jersey
$281K – – –
1WA
625
180 Wealth Advisors
Washington
$281K +$37.9K +652 +14%